Managing Your New Business Checklist Tasks

 

Have a task that needs to be updated and/or turned off?  You can easily update your task settings by following these quick steps:

Editing an existing Task

  • Go to the My Agency tab
  • Click New Business Checklist
  • Locate the task that needs updated
  • Click "..." to edit or delete the tasks 
  • Make the necessary changes and select Save

Turning a Task Off in the New Business Checklist

  • Go to the My Agency tab
  • Click New Business Checklist
  • Slide the bar to the Left to turn OFF a specific task
    • The Task will turn grey once turned off
  • Changes will be automatically Saved

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Note:  In order to make changes to the New Business Checklist, one must have Manager access. 

 

Still have questions? Contact Support

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